IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Quarter Est. Return
1 Year Est. Return
+10.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$12.6M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.81%
2 Financials 0.61%
3 Technology 0.58%
4 Industrials 0.48%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 12.49%
+160,546
2
$15.3M 12.25%
+110,740
3
$12.6M 10.1%
+137,891
4
$10.8M 8.68%
+196,008
5
$7.13M 5.71%
+150,977
6
$6.2M 4.96%
+183,655
7
$6.06M 4.85%
+31,129
8
$5.5M 4.4%
+213,141
9
$5.06M 4.05%
+24,460
10
$5.02M 4.02%
+159,866
11
$5M 4%
+118,506
12
$4.67M 3.74%
+101,252
13
$3.34M 2.67%
+23,458
14
$3M 2.4%
+59,134
15
$2.88M 2.3%
+24,192
16
$2.25M 1.8%
+48,491
17
$2.24M 1.8%
+26,402
18
$1.61M 1.29%
+19,399
19
$957K 0.77%
+27,826
20
$655K 0.52%
+17,606
21
$497K 0.4%
+3,743
22
$482K 0.39%
+14,628
23
$471K 0.38%
+1,344
24
$411K 0.33%
+1,624
25
$367K 0.29%
+4,580
1
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